DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- 最新申報
- 2026/7/10
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/5/6 申報。只含多頭部位。
- 持股檔數
- 1,389
- 2023 年第 3 季沒有申報
- 總值
- $7.04 億
- 2023 年第 3 季沒有申報
DiNuzzo Private Wealth, Inc. 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 1,996,592 | $9,386 萬 | 13.3% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 1,655,218 | $7,018 萬 | 10.0% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,306,233 | $6,770 萬 | 9.6% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,881,952 | $5,091 萬 | 7.2% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 723,350 | $4,313 萬 | 6.1% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,491,330 | $3,874 萬 | 5.5% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,328,775 | $3,802 萬 | 5.4% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,438,987 | $3,674 萬 | 5.2% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,235,194 | $3,597 萬 | 5.1% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 929,744 | $2,718 萬 | 3.9% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 766,625 | $1,977 萬 | 2.8% | – | – | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 345,214 | $1,895 萬 | 2.7% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 501,304 | $1,866 萬 | 2.6% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 744,217 | $1,858 萬 | 2.6% | – | – | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 312,383 | $1,659 萬 | 2.4% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 626,435 | $1,607 萬 | 2.3% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 454,043 | $1,095 萬 | 1.6% | – | – | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 204,049 | $1,087 萬 | 1.5% | – | – | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 203,758 | $1,025 萬 | 1.5% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 275,090 | $945.2 萬 | 1.3% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 149,971 | $784.8 萬 | 1.1% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 220,793 | $539.2 萬 | 0.8% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 210,454 | $530.3 萬 | 0.8% | – | – | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 214,034 | $519.0 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 85,610 | $451.8 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 39,397 | $191.1 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 57,726 | $179.7 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 55,032 | $125.1 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 50,760 | $122.7 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,039 | $114.3 萬 | 0.2% | – | – | 歷史 |
| IOTSamsara Inc. | Stock | 31,005 | $103.5 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 29,525 | $94.6 萬 | 0.1% | – | – | – |
| AAPLApple Inc. | Stock | 4,040 | $77.8 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 14,398 | $74.7 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $65.3 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,468 | $64.1 萬 | 0.1% | – | – | – |
| GCTGigaCloud Technology Inc | Stock | 34,000 | $62.2 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,346 | $38.8 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 12,191 | $38.6 萬 | 0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 807 | $38.5 萬 | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 3,702 | $37.0 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 858 | $35.1 萬 | <0.1% | – | – | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 41,400 | $34.5 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,682 | $25.1 萬 | <0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 793 | $22.0 萬 | <0.1% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,443 | $21.3 萬 | <0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 491 | $20.9 萬 | <0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $18.1 萬 | <0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 687 | $15.3 萬 | <0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 3,986 | $15.0 萬 | <0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 417 | $14.9 萬 | <0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $14.7 萬 | <0.1% | – | – | – |
| NOWServiceNow, Inc. | Stock | 196 | $13.8 萬 | <0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 865 | $13.1 萬 | <0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 4,390 | $12.6 萬 | <0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 725 | $12.3 萬 | <0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 2,806 | $12.3 萬 | <0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 2,386 | $12.0 萬 | <0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,004 | $10.9 萬 | <0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 3,107 | $10.5 萬 | <0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 653 | $10.2 萬 | <0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 438 | $10.2 萬 | <0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 2,901 | $10.1 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 930 | $9.80 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 322 | $9.76 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 492 | $9.29 萬 | <0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,873 | $8.97 萬 | <0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 909 | $8.85 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,235 | $8.69 萬 | <0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 780 | $8.44 萬 | <0.1% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 526 | $8.15 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 544 | $8.11 萬 | <0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 1,129 | $7.92 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 1,462 | $7.87 萬 | <0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 138 | $7.27 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 1,000 | $7.23 萬 | <0.1% | – | – | – |
| VVisa Inc. | Stock | 276 | $7.19 萬 | <0.1% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 151 | $7.12 萬 | <0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 119 | $6.94 萬 | <0.1% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 1,311 | $6.77 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 425 | $6.16 萬 | <0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 55 | $6.14 萬 | <0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 205 | $6.08 萬 | <0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 125 | $6.05 萬 | <0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 122 | $6.04 萬 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 3,499 | $5.87 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 367 | $5.70 萬 | <0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 384 | $5.63 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 249 | $5.47 萬 | <0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 275 | $5.29 萬 | <0.1% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 3,250 | $5.06 萬 | <0.1% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 341 | $5.06 萬 | <0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 239 | $5.01 萬 | <0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 290 | $4.93 萬 | <0.1% | – | – | 歷史 |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 1,145 | $4.83 萬 | <0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 861 | $4.73 萬 | <0.1% | – | – | – |
| GEGeneral Electric Co | Stock | 367 | $4.68 萬 | <0.1% | – | – | 歷史 |
| PPLPPL Corp | COM | 1,718 | $4.66 萬 | <0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 127 | $4.50 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 439 | $4.47 萬 | <0.1% | – | – | – |